Plan Snapshot
- Plan Sponsor: Efs Advisors
- Sponsor EIN: 411910233
- Sponsor Address: 1995 E. RUM RIVER DR. S., CAMBRIDGE, MN, 55008
- Plan Type: 401(k)
- Total Participants: 46
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 46 | $1.8M | $76,537 | $176,734 |
| 2023 | 39 | $1.6M | $67,145 | $151,496 |
| 2022 | 40 | $1.2M | $60,182 | $157,517 |